老乐的Wiki
卡片式个人网页笔记
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《聪明的投资者》
《怪奇物语》
《蛤蟆先生去看心理医生》
《闪灵》
《实践论》
《小丑回魂》
《肖申克的救赎》
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1、冲击成本型（大资金建仓/调仓导致的波动）
1、先抓总纲：两条线、两类人、两套逻辑
10、某队 / 平准基金 / 国家队（政策型资金）
10万入市选股和仓位
2、希拉派洛老庄（吸筹→洗盘→拉升→出货）
2. 政府侧这条线：大A存在的三重本质
2025 十二月防守，抱团核心
3、大利空坠崖后的“救火接盘”机构
3. 居民侧这条线：不同参与者眼中的大A本质
4、高频量化返佣型
5、市值管理重组叙事型（最强信息差）
5. “做饭局”模型：把角色、节奏、策略全摆出来
6、锁仓拉升（多机构协作的“台阶式做盘”）
7、跟庄 / 猎狗型（小私募、小资金）
8、学院派“真配置”（估值模型+行业权重）
9、险资模型（超长线、再平衡）
安全感
板块轮动
包茎
包皮过长
包皮过长和包茎
波浪理论
补跌
不变是人性和情绪行为
仓位管理
仓位管理本质防守-z哥看法
操作纪律
缠论
超预期
超越个股自身的力量
炒股复盘
炒股里面的大局观
炒股养家-情绪大师
炒股预期
炒作 炒字妙解
成交量
成交量和裸K
筹码结构
次新股
打板
打工收入无需本金且风险趋近于零
打算主要使用anki做记录
大A本质是什么？
道氏理论
德里镇
地量
低位补涨
底部放量
第二步：看赚钱效应
第六步：更新股票池、制定明日交易计划
第七步：阶段性复盘（拉长周期的自我校准）
第三步：看板块热点、 涨停分布（题材方向）
第四步：分析热门股（题材的延续与切换）
第五步：复盘自己的交易（对仓位 & 标的做体检）
第一步：看指数，建立大局观
第一章：投资的一般方法
杜绝亏损
短期靠运气，长期靠逻辑
短线操作
短线操作总体原则
短线的核心
短线的核心在于止损止盈
短线基本名词
短线票
短线选手的群体效应
对弱板的预期？
二八定律
二八时间观的核心结论
发现可转债的票可以按照分钟线观察，小资金尝试做T
放量
放量代表分歧
分时弱转强
风险
风险与撤退
杠杆交易
高频交易
高手的第一原则是什么？
高位震荡
割韭菜
工作效率
公募基金
股价上涨，成交量缩小
股价上涨，成交量也逐渐上涨
股价下跌，成交量放大
股价下跌，成交量逐步缩小
股民是做贡献的
股票池
股票基础
股票与股票弱相关
股票走势五大级别
股市是少数人在赚钱，你如果想赚，必须得有自己的交易系统，自己的交易纪律
股市中的学习
关于读书的思考
国内量化行业现状（2023）
黑暗塔宇宙
宏发股份
后排补涨
化债者要抬轿做饭，赚钱者来吃饭喝汤
换手率
换手率级别
换手率损耗
换手率损耗，警惕次新股
换手率与主力意图
回报的期待
霍金斯小镇
机构
机构赚钱的十种方式
基本，先确定有无行情，择时很重要
基金
集合竞价
技术分析
价值投资
交易纪律
教条主义
接力
竞价弱转强
旧时代量化逻辑
巨量
可转债
可转债和正股从属关系
刻意练习
恐怖片
控制回撤
快速创建新笔记按钮
亏钱了怎么办
烂板
老鼠仓
老庄
理性
量化 vs 主观投资，谁更强？
量化和散户-割韭菜
量化交易
量化时代的市场新逻辑
量化因子
量价的四种形态
量价关系
量价齐升
零和博弈
流通市值
龙虎榜
龙头
龙头的典型特征
龙头股
龙头形成路径
龙头战法
慢性根尖周炎
毛选
牛短熊长
普通选手为什么会大幅回撤？
强板
强分歧
情绪操作
情绪周期
情绪周期为何能被交易者利用？
趋势理论
趋势龙头
龋坏牙齿
热点持续性取决于什么因素？
热点退潮
热点退潮的第二信号是什么？
热点退潮的第三信号是什么？
热点退潮的第一信号是什么？
热点退潮期何时需要空仓？
人性
日k弱转强
融券
弱板
弱转强
弱转强类型
弱转强三大核心买点
弱转强整体逻辑
弱转强之后的买点
三板组
散户
散户的终极优势
散户能不能自己做量化？
散户能真正赚到钱的4 类
散户生存哲学
上火
上火牙疼
谁能融券？
身体健康
什么是量化交易？
什么是前排？后排？
什么是强？
什么是弱？
什么是套利？
什么是投机？
什么是投资？
神龟马图林
生活压力
生活压力如何影响交易？
时间管理
实火
市场情绪
首板涨停的票，第二天的走势如何？是否还会继续涨停？
斯蒂芬金
死光
缩量
桃哥股票
套利
题材-电力出海
天逸A理财
投机
投资的底层安全感-用闲钱投资
投资的三个核心要素
投资和投机的区别
投资日记
投资体系
投资心态
投资学习
推荐炒股书籍
为什么量化从业者不自己做投资，而选择打工？
为什么热点一旦退潮会迅速下跌？
为什么散户打板常被量化用融券收割？
为什么需要复盘?
为什么A股不适合长期价值投资？
武侠式幻想在交易里对应什么？
系统性崩溃风险
先用闲钱去刷经验，然后用经验刷钱
消息套利
小丑
小丑潘尼怀斯设定
小丑杀手
肖申克是监狱的名字
心理学
心态修炼
新时代量化逻辑
虚火
学习骇客
压力
牙齿
以恐惧为食的怪物
用二八定律看待拖延与时间浪费
游资
游资优势
有市场的地方就有炒作
右侧交易
阅读
择股不择时的教训
涨停
真正影响投资行为的核心——人性和情绪模式
知行合一
指数周期
滞涨
中医-牙齿
中医角度-两种上火
中长线
中证2000指数
中证2000指数与赚钱概率
主升浪
赚钱效应和亏钱效应
资本
资金体量和心理承受必须匹配，否则一震就崩
自由流通市值
左侧交易
做短线，先学后炒
做接力有两个买点
A股-合法赌场
A股一年三阶段
A股涨难跌易
anki
DC小丑
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J神
k线
TheBrain
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